design

• A customized Roadmap that outlines your objectives and provides strategies and tactics

• Examines various “What-if” scenarios

• Focuses on your primary and a secondary plan

• All of the above in collaboration with your existing Advisor Team

implement

• Coordinate the efforts of your Advisor Team to:

- Structure new documents

- Structure new financing

- Improve business performance

- Reduce risk

- Focus on building value

- Consider funding solutions

• Implement the solutions and arrange the steps necessary to fulfill your objectives

MONITOR

• Provide accountability to meet your objectives

- Peer to Peer Advisory Boards

- One on One Coaching

- Implementation Assistance

• Update your plan as appropriate

WHERE WE ARE

Legacy Advisors Network has member planners across the country who can assist you in addressing your transition and succession planning needs. Find your location below and the member planner who can get you on the path to a successful outcome.

Our advisors are leaders in the business planning and financial services industry and are eager to apply their unique experience and expertise on behalf of the clients they serve. All of our advisors have a shared commitment to offering solutions to business owners who are seeking assistance with determining a plan for the next phase in their company's existence.

Biographies of some of our members are available below. A searchable list of all of our founding member-planners is also available.

Scott Eckart

MBA, CFBS, Founding Member

“Everyone has a story,”says Scott Eckart, “and my work begins with discovering it.” He emphasizes the value of knowing clients well in order to provide them with sound financial advice. “I firmly believe that a story leads to clarity, and clarity leads to accomplishment,” adds Scott as he explains his approach.

As a small business owner himself, Mark has first-hand knowledge having successfully transitioned from his own business to establish Legacy Advisors Network. He is regarded as an industry leader in exit planning who has been recognized for helping his clients achieve their succession planning goals. Mark understands transition planning from both sides of the desk; he’s spent his entire career advising business owners, corporate executives and retirees.

Aaron brings more than a decade of legal experience primarily spent advising small businesses and their owners on the creation and implementation of effective business succession strategies and estate plans. Aaron shares a passion with all of the member-planners of the Legacy Advisors Network to assist business owners in identifying “What’s Next” for their business, their employees and their family.

In his more than 3 decades of experience of assisting clients as their trusted advisor, Tim Dougherty’s core principle is to provide a first-class client experience with superior counsel and exceptional value. Tim’s deep relationship with his clients is built upon this foundation.

In Rick’s nearly 4 decades in financial services, he has found his true passion is “candidly speaking with people about love, health, finances and business ownership.” During these conversations Rick’s clients come to appreciate his unique combination of wisdom, compassion and humor. There are scarcely any facets of business planning that Rick has not experienced firsthand including retirement plans, succession strategies, insurance, investments, ESOPs and countless others. MORE ABOUT RICK

Joseph W. Scheid, Jr.

CFBS, CLTC, Member

Joe Scheid’s seemingly boundless energy, deep knowledge of financial strategies, and ability to change people’s relationship with money, has enabled him to alter the course of his clients’ lives for the better.MORE ABOUT JOSEPH

Gerald Radican

CLU®, ChFC®, CLTC, CFBS, Founding Member

Gerald provides financial concierge service to business owners and key executives. Gerald is in his third decade of work in the financial services industry where he has built his thriving practice around a commitment to build long term client relationships with his clients.

Diane’s work is focused on closely held businesses who need sales, merger, acquisition or succession planning services. She employs a holistic planning approach for business owners of all preparedness levels to deliver value enhancement strategies, risk management solutions, key employee retention plans for business improvement as well as graceful business exit strategies for those who are ready to move on to their next challenge.

STRATEGIC ALLIANCES

Our process is enhanced by industry-leading tools and assessments. We have strategic relationships with service providers who help us deliver on the promises we make to our clients. Our advisors across the country keep us on the leading edge of new techniques which are quickly adopted thanks to the help of these organizations.